Midland Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Midland Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,928	Closed	-$242K	–	181
2025 Q2	$242K	Sell	5,928 -3,336	-36%	-$133K	0.01%	157
2025 Q1	$365K	Sell	9,264 -10,164	-52%	-$397K	0.02%	139
2024 Q4	$735K	Sell	19,428 -2,430	-11%	-$96.4K	0.04%	103
2024 Q3	$883K	Sell	21,858 -264	-1%	-$9.79K	0.05%	102
2024 Q2	$754K	Sell	22,122 -3,378	-13%	-$116K	0.04%	111
2024 Q1	$837K	Sell	25,500 -4,290	-14%	-$134K	0.05%	103
2023 Q4	$943K	Buy	+29,790	New	+$911K	0.06%	92

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Midland Wealth Advisors's XLU Position: Q3 2025 in Review

Midland Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 5,928 shares — an estimated $242K sold.

Midland Wealth Advisors first reported a position in XLU in Q4 2023 and held it in 7 quarters. The position peaked at $943K in Q4 2023. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Midland Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Midland Wealth Advisors sold 5,928 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $242K.
Midland Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Midland Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $943K in Q4 2023.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Midland Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.